Overview
Assets Under Management: $283 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 76
Average Client Assets: $3 million
Frequently Asked Questions
WEALTH ANALYTICS PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140115), WEALTH ANALYTICS PARTNERS, LLC is subject to fiduciary duty under federal law.
WEALTH ANALYTICS PARTNERS, LLC is headquartered in SAN DIEGO, CA.
WEALTH ANALYTICS PARTNERS, LLC serves 76 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, WEALTH ANALYTICS PARTNERS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WEALTH ANALYTICS PARTNERS, LLC manages $283 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, WEALTH ANALYTICS PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.84
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 440
Discretionary Accounts: 440
Regulatory Filings
CRD Number: 140115
Last Filing Date: 2025-03-04 00:00:00
Website: https://wealthanalytics.com